DocuSign vs. Proposify vs. Uberflip

This product is well suited in the use case that I provided before: when it comes to onboarding employees and providing a clear channel for decision making for human resources, this is an excellent tool to accomplish that. I would say the weak points is when you have back and forth communication with users that it might seem a little redundant to have that back and forth communication in that scenario.

Incentivized

It is costly to properly set up Proposify and retain its use ongoing. If you have a plan to implement your proposals you can get some good cost-saving use from it. I cannot stress enough to have your assets, graphics, and snippets ready before you start. I also recommend that you fully understand templates and asset library or you will quickly be overwriting templates and themes with client-specific verbiage.

Incentivized

Uberflip is well suited to bring your larger organization into sharing content. Instead of relying only on marketing to be driving content, Uberflip has made it easy to integrate content into the sales process or client services process, with the ability to make the experience unique to sales or CS. Where Uberflip may not be as suited is if you are looking for landing pages to capture leads, most of the time for landing pages designed to sell a product you want to add specific feature copy and be able to place a gate over content without having a user jumping from page to page, while also having the gate capturing information and allowing you to trigger activities from your marketing automation system. Uberflip doesn't allow you to add copy or manipulate a landing page and only allows you to add information from a gate to a static list, which does not allow you to automate the process.

Incentivized

• Ease of sending the same document out to multiple recipients, at multiple locations, for multiple signatures
• Quick turnaround - once the recipient signs the document, we receive notification and the document back immediately
• Can resend, alter, change, and/or add to the email and/or document that is sent out very easily
• The recipient can save the document after signing, so they too have their own electronic copy for their records

Incentivized

• TEMPLATES: The ability to work from customizable yet standardized templates allow for a consistent end-user experience for our clients, and elevates the perceived professionalism of our sales team.
• ANALYTICS: Unlike merely sending estimates or proposals via email, the tracking analytics available within Proposify's dashboard not only enables our project managers to more strategically engage with clients, but also gives our upper management an objective way to track the effectiveness of our sales team.
• EASE-OF-USE: Overall, Proposify's platform is easy to use and the UX is intuitive enough that the learning curve to use it is minimal.

Incentivized

• Integration into already existing CRM platforms, like Marketo.
• Robust back-end reporting with the what seems like endless filters.
• High-level of support from both the account management and technical teams.
• Problem-solving with a focus on your end goal or what you are trying to accomplish.

Incentivized

• Tracking, particularly when collecting signatures through connected applications, such as an ATS, is not always clean or easily traceable.
• Formatting documents to handle electronic signature types (signatures, initials, etc.) is not always easy, and highly dependent on the partner's technology.
• It is not convenient to have to use DocuSign as a stand alone product if the signatures are required for 3rd party applications. It definitely excels on its own, but the scope of that usage, at least for us, is slim.

Incentivized

• Export into Word would be useful
• SFDC integration sometimes doesn’t seem to search/find contacts/opps perfectly
• Some of controls (editing proposals and templates) could be more clear/intuitive
• Difficult for businesses where redlined contracts/proposals may find this software does not support client/vendor collaboration

Incentivized

• Decent amount of bugs in the system, constantly need to work with support.
• Continues to raise their prices without adding much extra value.
• Lots of turnover on their customer team's.
• Somewhat customizable but could use some work on making hubs not all look exactly the same.
• Mixed bag on the helpfulness of their teams.
• Not overly proactive with suggestions for optimization or knowledge of their accounts.

Incentivized

I can't imagine doing business without DocuSign now. I would never want to go back to the way we used to do things. The "new way" is "the way" is "the right way." We can honestly be proud of a "one right way" process and not have to suffer through "5 ways for 5 days."

Incentivized

We require a fair amount of back and forth of editing so this tool while helpful is not ideal for us

Incentivized

This serves all of our content marketing needs, but our sales team does need a more robust sales enablement solution. It's hard to have the engagement/usage data for different kinds of content in disparate systems. But I've looked for years and been unable to find a one-size-fits-all solution to solve all marketing and sales enablement use cases.

Generally user-friendly once you have command of the basics, but also has a lot of nuances that can make it difficult to train others on. DocuSign University is a helpful tool, but understandably a lot of content to get through to become a well-versed user. A lot of different functionalities but only a few I use on a weekly basis.

Incentivized

Overall it's great. There's definitely a learning curve, and I wish that some things were easier to use. For example, changing images isn't the easiest thing to do in it, but I'd love to be able to quickly add and change header images in my proposals. So far I've figured it out, but each time I do it I forget how it's done since it's not intuitive.

Incentivized

For me this has been very easy to use. Once we got the basics down it was easily repeatable and if we did end up having questions our point of contact was very helpful and fast in getting our questions answered. If it was above their capabilities they brought in a support professional who really made it easy for us to learn and replicate their steps.

It does not go down. I have had zero issues with DocuSign, approaching 4 years.

Incentivized

After using Uberflip for more than a year, we have yet to experience any down time.

Everything loads quickly. Reports are generated in a reasonable time. No noticeable difference in integrated software processing speeds.

Incentivized

I'd give them a 10, but there has been 1 or 2 small cases that seemed to fall to the wayside, but I was able to call them up and get them resolved. We were having a bad implementation night (after midnight) and we needed assistance from Docusign. They were able to get an engineer to help us in the early morning hours

Incentivized

I've actually never used Proposify support, so I'm unable to speak about it. I suppose that's a good thing. If I did need to use it, I would hope that they'd be responsive and intelligent, but, again, since everything has worked smoothly I don't really know how the support functions or how good it is.

Incentivized

The support and the team at Uberflip is THE BEST!!! They are seriously so great. They got to know me on a personal level and really cared about getting my Hub set up the way I wanted and they want my Hub to be successful. They even took a few of us out to dinner when they were in my area for a marketing event. They are always there to help me and only a quick email or phone call away

Docusign is super easy to use, and apart from a few administration details, there was really nothing to train on. Post implementation, there were issues with configuration of auto-filled documents with the integrating 3rd party. That training required some time, because the DocuSign expert took the time to walk me through the 3rd party's configuration (how often does that happen?) so I could see how DocuSign should be best used to overcome weaknesses in the 3rd party platform. 10/10 expert care.

Incentivized

It wasn't exactly training but there was a step by step check list of things in a project the Uberflip team shared with me. There were links to helpful articles on it that walked me through how to set things up

Until you get the hang of it, I recommend doing several internal tests before sending a document to a client. As I mentioned earlier, you have to go through a bit of trial and error at first to verify that the workflow works as expected.

The implementation team was with us every step of the way, helping us map what needed to be done, providing examples of other customers and being as hands-on as we needed

Incentivized

There has never been anything that we could really compare to Docusign. We have tried sending documents in a PDF version, but that was not nearly as efficient. DocuSign saves your signature in the system and uses that as it goes through your documents.

Incentivized

It was highly recommended by an associate and we have been on the receiving end of Proposify proposals and impressed by it. I don't recall if we looked at others but if we did they paled in comparison. There was no question as to using Proposify. It met all the needs, was easy to use, looks great and was exactly what we wanted and needed.

Incentivized

When it comes to asset management, Uberflip has a HubSpot beat. That doesn't mean HubSpot isn't necessary for other functions, but when it comes to the content itself, the backend organization, reporting (item and stream level), and delivery of the content is much more useful in Uberflip. Otherwise, they have the same learning curve.

In my years of using DocuSign, I have never had an outage. I haven't even encountered a bug.

Incentivized

• Less paper use, faster signature times, less time standing at the printer/scanner to send documents to yourself
• Security over your signature! Security over your company's signature and authorization to approve projects, cash flow etc
• Love audit trails and the seamless tracking of the status of the document

Incentivized

• The detailed proposal has saved me time explaining a game plan to potential clients.
• They have customizable tables where the client can choose how many of a certain item they desire. For instance, if they want to buy graphics from you, they can choose how many. This allows for increasing profits by putting the choice in the customer's hand.
• When you send a contract you are alerted when a customer views the proposal. This has saved me time and money trying to go back and forth with my customers.

Incentivized

• It has enabled us to track the performance of the content being sent out by sales. Now we can make data-driven content decisions.
• Have had multiple use cases where Sales Assist was able to reengage prospects that were thought to be lost.
• Content management has been key, it has been extremely helpful to centralize content in Uberflip.

Incentivized